+432.3%
ASX vs AG
+64.2%
+368.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.6% |
| 7D | -0.7% | +1.0% | -1.7% | -1.0% |
| 30D | +2.0% | +19.2% | -17.2% | -1.8% |
| 3M | -1.3% | +6.2% | -7.5% | -3.0% |
| 6M | +71.4% | -26.7% | +98.1% | +78.5% |
| YTD | +135.3% | +26.1% | +109.2% | +119.9% |
| 1Y | +267.5% | +131.7% | +135.8% | +204.9% |
| 3Y | +388.5% | +255.3% | +133.1% | +256.0% |
| All | +432.3% | +64.2% | +368.1% | +339.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling